Comprehensive Financial Planning’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
5,799
+36
+0.6% +$2K 0.25% 81
2025
Q1
$304K Buy
5,763
+41
+0.7% +$2.16K 0.3% 70
2024
Q4
$317K Buy
+5,722
New +$317K 0.27% 69